AWA
Arete Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
61,192
+549
| +0.9% | +$15.9K | 0.13% | 170 |
|
|
2025
Q1 | $1.7M | Buy |
60,643
+1,714
| +3% | +$48.1K | 0.13% | 163 |
|
|
2024
Q4 | $1.34M | Buy |
58,929
+63
| +0.1% | +$1.43K | 0.1% | 210 |
|
|
2024
Q3 | $1.29M | Sell |
58,866
-8,737
| -13% | -$192K | 0.11% | 178 |
|
|
2024
Q2 | $1.29M | Sell |
67,603
-11,926
| -15% | -$227K | 0.11% | 188 |
|
|
2024
Q1 | $1.4M | Buy |
79,529
+2,601
| +3% | +$45.7K | 0.13% | 170 |
|
|
2023
Q4 | $1.29M | Sell |
76,928
-3,065
| -4% | -$51.4K | 0.1% | 204 |
|
|
2023
Q3 | $1.2M | Sell |
79,993
-14,252
| -15% | -$214K | 0.21% | 106 |
|
|
2023
Q2 | $1.5M | Buy |
94,245
+8,991
| +11% | +$143K | 0.13% | 157 |
|
|
2023
Q1 | $1.64M | Sell |
85,254
-543
| -0.6% | -$10.5K | 0.13% | 141 |
|
|
2022
Q4 | $1.58B | Buy |
85,797
+5,683
| +7% | +$105M | 0.14% | 132 |
|
|
2022
Q3 | $1.23M | Buy |
80,114
+26,055
| +48% | +$400K | 0.12% | 150 |
|
|
2022
Q2 | $1.13M | Buy |
54,059
+6,992
| +15% | +$147K | 0.11% | 135 |
|
|
2022
Q1 | $1.11M | Buy |
47,067
+988
| +2% | +$23.3K | 0.09% | 168 |
|
|
2021
Q4 | $1.17M | Sell |
46,079
-1,800
| -4% | -$45.5K | 0.1% | 170 |
|
|
2021
Q3 | $1.3M | Sell |
47,879
-579
| -1% | -$15.7K | 0.14% | 140 |
|
|
2021
Q2 | $1.22M | Sell |
48,458
-528
| -1% | -$13.3K | 0.17% | 115 |
|
|
2021
Q1 | $1.48M | Sell |
48,986
-710
| -1% | -$21.5K | 0.19% | 114 |
|
|
2020
Q4 | $1.44M | Buy |
49,696
+4,009
| +9% | +$116K | 0.2% | 107 |
|
|
2020
Q3 | $1.31M | Sell |
45,687
-20,902
| -31% | -$599K | 0.2% | 121 |
|
|
2020
Q2 | $2.01M | Sell |
66,589
-13,905
| -17% | -$420K | 0.35% | 74 |
|
|
2020
Q1 | $2.34M | Sell |
80,494
-4,578
| -5% | -$133K | 0.46% | 47 |
|
|
2019
Q4 | $3.32M | Sell |
85,072
-12,938
| -13% | -$505K | 0.58% | 37 |
|
|
2019
Q3 | $3.71M | Sell |
98,010
-2,281
| -2% | -$86.3K | 0.71% | 25 |
|
|
2019
Q2 | $3.36M | Buy |
100,291
+23,097
| +30% | +$774K | 0.65% | 29 |
|
|
2019
Q1 | $2.42M | Sell |
77,194
-2,515
| -3% | -$78.9K | 0.51% | 52 |
|
|
2018
Q4 | $2.28M | Sell |
79,709
-20,955
| -21% | -$598K | 0.55% | 51 |
|
|
2018
Q3 | $3.38M | Sell |
100,664
-856
| -0.8% | -$28.7K | 0.75% | 28 |
|
|
2018
Q2 | $3.26M | Buy |
101,520
+65,993
| +186% | +$2.12M | 0.78% | 26 |
|
|
2018
Q1 | $1.26M | Buy |
35,527
+1,767
| +5% | +$62.9K | 0.42% | 49 |
|
|
2017
Q4 | $1.31M | Buy |
33,760
+17,534
| +108% | +$682K | 0.43% | 53 |
|
|
2017
Q3 | $636K | Buy |
16,226
+240
| +2% | +$9.41K | 0.25% | 125 |
|
|
2017
Q2 | $603K | Buy |
15,986
+2,745
| +21% | +$104K | 0.28% | 101 |
|
|
2017
Q1 | $550K | Buy |
13,241
+211
| +2% | +$8.76K | 0.24% | 93 |
|
|
2016
Q4 | $554K | Buy |
13,030
+339
| +3% | +$14.4K | 0.26% | 87 |
|
|
2016
Q3 | $515K | Buy |
12,691
+2,562
| +25% | +$104K | 0.3% | 81 |
|
|
2016
Q2 | $438K | Sell |
10,129
-1,215
| -11% | -$52.5K | 0.28% | 77 |
|
|
2016
Q1 | $444K | Buy |
11,344
+484
| +4% | +$18.9K | 0.27% | 71 |
|
|
2015
Q4 | $374K | Buy |
10,860
+793
| +8% | +$27.3K | 0.23% | 77 |
|
|
2015
Q3 | $328K | Buy |
10,067
+1,018
| +11% | +$33.2K | 0.26% | 81 |
|
|
2015
Q2 | $321K | Sell |
9,049
-80
| -0.9% | -$2.84K | 0.22% | 100 |
|
|
2015
Q1 | $298K | Sell |
9,129
-223
| -2% | -$7.28K | 0.19% | 107 |
|
|
2014
Q4 | $314K | Buy |
9,352
+530
| +6% | +$17.8K | 0.22% | 96 |
|
|
2014
Q3 | $311K | Sell |
8,822
-311
| -3% | -$11K | 0.23% | 90 |
|
|
2014
Q2 | $323K | Sell |
9,133
-934
| -9% | -$33K | 0.25% | 85 |
|
|
2014
Q1 | $353K | Sell |
10,067
-57
| -0.6% | -$2K | 0.33% | 70 |
|
|
2013
Q4 | $356K | Buy |
+10,124
| New | +$356K | 0.35% | 66 |
|